Christian Financial Planner

We are a Christian financial planner and biblical

investment advisor firm that uses the Bible

as a guide for Christian financial advice.

Learning to be an effective steward of the finances that God has entrusted to us is a difficult challenge for many Christian investors. You don't need to be alone struggling with financial stewardship decisions. The Bible encourages us to seek financial wisdom and Godly counsel in order to be effective stewards of all that God has provided. One challenge is to find someone with similar Christian values as you. Working with a competent Christian financial advisor to help you with Christian investing can be very advantageous when trying to both maximize investment performance and maintain Christian investing ethics.


Fiduciary advisors.    As a fiduciary, we are held to a higher ethical standard then non-fiduciary advisors and are required to do what is in our client's best interests. We do not make commissions and we do not sell investment or financial products. As fee-only Christian financial planners and Christian investment managers, we provide Biblically based fiduciary advice and make specific investment recommendations based solely on your needs, circumstances and goals.


Practicing Christian Investing Values.   We apply Christian financial planning principles and values to help guide clients through wealth management issues. As faith based financial planners, we are advocates of the Larry Burkett ministry Crown Financial Ministries, Christian Financial Concepts and a member of Kingdom Advisors.

The Bible has over 2000 verses that tell us wisdom on how to deal with money, finances, investments and financial planning. We use the Bible as a guide when working with our clients. Bible verses focus on topics such as: budgets, debt, financial planning, greed, contentment, savings, investing, tithing and much more. To become a better steward it is important to follow the financial wisdom in the Bible.


Socially Responsible Investing.  Many believers are looking for a faith based Christian Financial Planner that blends our faith along with traditional financial planning standards. We manage investment accounts with Christian financial concepts in mind for our client's stewardship accounts and use socially responsible investing. In order to be effective stewards for our clients, we follow Christian financial concepts and strategies to avoid investments such as abortion, gambling, alcohol and tobacco.


Fee-only Financial Planner.  As Biblical financial planners believing in Christ Jesus, we feel the fee-only fiduciary method is the best approach to offering the most ethical advice for our Christian clients. by managing your investments under a fee-only model, we are only successful through the success of our clients. 




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Wealth Management

A biblical foundation for managing your wealth  

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Charitable Giving

Generous giving and philanthropic planning strategies

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Financial Planning

To plan for what's best for you and your family in light of now and for eternity.

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